CIK: 0001659047
申報總市值
US$31.1億
僅顯示前 200 大持股（共 863 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.99% | +0.03% | +9.06% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 3.29% | -0.03% | +25.45% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.96% | -0.03% | +5.11% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.79% | -0.06% | +12.49% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.66% | -0.04% | +11.16% | |
| 6 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.62% | +0.15% | +13.16% | |
| 7 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 2.21% | +0.02% | +25.24% | |
| 8 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-其他 | 2.15% | -0.29% | +21.87% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.04% | — | +3.64% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.04% | -0.01% | +11.90% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.03% | -0.01% | +21.56% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.87% | -0.04% | +23.52% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | +0.04% | +60.65% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.40% | -0.01% | +11.27% | |
| 15 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.33% | +0.04% | +18.08% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | -0.26% | +27.07% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.24% | — | +2.38% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.21% | — | +34.16% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.18% | — | +24.40% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.16% | +0.01% | +16.22% | |
| 21 | XLF | Ss Financial Select Sector | ETF-其他 | 1.12% | +0.08% | +21.32% | |
| 22 | AVDE | Avantis International Equity | ETF-其他 | 1.07% | — | +15.05% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 1.06% | — | +47.24% | |
| 24 | DFIC | Dimensional International Co | ETF-其他 | 1.04% | — | +5.71% | |
| 25 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-其他 | 0.98% | — | +20.49% | |
| 26 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 0.90% | — | +19.18% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.88% | +0.03% | +20.54% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.86% | +0.03% | +17.24% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.76% | — | +19.93% | |
| 30 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.76% | — | +23.66% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | — | +20.60% | |
| 32 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.70% | — | +21.20% | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.66% | — | +7.15% | |
| 34 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-其他 | 0.63% | — | +27.75% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.63% | — | +34.13% | |
| 36 | PPTA | Perpetua Resources CORP | 股票-其他 | 0.60% | -0.11% | -8.93% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | — | +34.46% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | — | +13.98% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.53% | -0.10% | +14.72% | |
| 40 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.52% | — | +9.65% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.51% | +0.25% | +33.92% | |
| 42 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-其他 | 0.50% | — | +13.56% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | — | +125.91% | |
| 44 | WMT | Walmart INC | 股票-非循環性消費 | 0.47% | — | +104.50% | |
| 45 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.44% | — | +14.52% | |
| 46 | DISV | Dimensional International Sm | ETF-其他 | 0.43% | — | +2.69% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | — | +22.85% | |
| 48 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.41% | — | +3.66% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.38% | — | +24.28% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.37% | — | +13.53% |